Automated database and email scheduling system for efficient invoicing and client management by linking your vendor portal with your client database and communication channels.
Connect to Vendor (e.g., Stripe, PayPal)
Establish a connection with the payment vendor to facilitate
transactions.
Link to Client Database (e.g., Clickup, Google Sheets)
Integrate the vendor with the client database for seamless data
access.
Search Client Database
Perform a search within the client database to locate specific client
information.
Get Client Emails
Extract email addresses of clients from the database for communication
purposes.
Update Invoice Status
Modify the status of invoices based on payment or other
criteria.
Schedule Invoice Reminder
Set up reminders for upcoming invoice payments to ensure timely
follow-ups.
Send Automated Emails to Clients
Dispatch automated emails to clients regarding their invoices and
payment reminders.
Low-friction integration with your existing apps, workflow, and systems
Seamlessly integrate your existing payment vendor, such as Stripe, PayPal
Connect your existing client database, such as Clickup, Airtable, Google Sheets
Auto schedule email events from your existing client database
Example of automated workflow (replace with your own tasks/apps)
Integrate payment vendor cycle
Connect to your custom client database app
Process Retrieved Data
Analyse and prepare the retrieved data for the outbound phone call process.
Initiate Outbound Calls
Begin the outbound calling process using the prepared data.
Log Call Results
Record the outcomes of each call in the designated columns of the sheet.
Review and Adjust
Assess the results and make necessary adjustments to the workflow as needed.
Another automation by 99fold